IMAGINE CHARTER AT PLANTATION PTO I (EIN 460696076) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

SHAUNA SPENCER

Phone

9548164710

Tax Period

2023-08-01 to 2024-07-31

IMAGINE CHARTER AT PLANTATION PTO I, founded in 2018, is a micro nonprofit in the Education sector that reported $45K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $50K exceeded revenue, resulting in a 11% operating deficit.

Mission

IMAGINE SCHOOLS PLANTATION CAMPUS MISSION IS TO PROVIDE A HIGH-QUALITY EDUCATION THAT PREPARES STUDENTS FOR SUCCESS THROUGH LEADERSHIP, ACCOMPLISHMENT, AND EXEMPLARY CHARACTER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,298

Program Service Revenue $54,573

Investment Income $4

Other Revenue $-14,983

TOTAL REVENUE $44,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,880

Other Expenses $49,782

TOTAL EXPENSES $49,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,892	$68,053	-0.3%
Expenses	$49,782	$57,327	-0.1%
Net Income	$-4,890	$10,726	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LATOYA OBIEN	PRESIDENT	N/A	Officer	$0	$0	$0
MATTHEW BOGDANOFF	VICE PRESIDE	N/A	Officer	$0	$0	$0
SHAUNA SPENCER	TREASURER	N/A	Officer	$0	$0	$0
JESSICA DICHRISTINA	SECRETARY	N/A	Officer	$0	$0	$0
MONICA HARDING	VP OF EVENTS	N/A	Officer	$0	$0	$0
LAILANE HENDERSON	GOVERNING BO	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$44,892	$49,782	$48,660	$-4,890

IMAGINE CHARTER AT PLANTATION PTO I